Investment Specialist

Investor Relationship Manager- Kyte Money Location: Delhi/Mumbai, On- site | Experience: 3–6 YearsAbout UsAt Kyte Money, we connect investors with curated alternative and fixed-income investment opportunities through a relationship-led approach, transparent communication, and dedicated support. We help investors grow their wealth beyond traditional options with confidence and clarity. The RoleWe’re looking for a dynamic, client-centric Investor Relationship Manager to build lasting relationships, drive AUM growth, and deliver an exceptional wealth management experience. You will be the trusted advisor guiding HNI and affluent investors throughout their investment journey. What You'll DoBuild & Nurture Relationships: Act as the primary point of contact for existing and prospective investors, delivering personalized support and building long-term trust. Tailor Investment Solutions: Assess client goals, risk appetite, and preferences to match them with the right fixed-income and alternative investment opportunities. Drive Portfolio Growth: Proactively engage investors to boost retention, drive reinvestments, cross-sell products, and unlock referrals. Lead Portfolio Reviews: Conduct periodic portfolio discussions, share regular investment updates, and resolve client queries promptly. Ensure Seamless Execution: Coordinate with internal teams for smooth onboarding, deal execution, redemptions, and ongoing servicing. What We're Looking ForExperience: 3–6 years in Investor Relations, Wealth Management, Private Banking, or BFSI/Financial Services. Domain Knowledge: Solid grasp of fixed-income products, alternative investments, and portfolio management concepts (big plus!). Client Mastery: Proven ability to engage, advise, and retain HNI and affluent investors. Commercial Drive: Strong focus on AUM growth, investor retention, and relationship-led business development. Skills & Mindset: Exceptional communication skills, high ownership, professionalism, and the ability to manage multiple client relationships independently.

Skills
Business Development, Wealth Management, Onboarding

Experience
3-6 yrs

Work arrangement
No